BUY Felix & Friends (Goat Academy) Conviction 3/5 Analysis quality 65 now
The YouTuber suggests buying Regetti Computing due to its ownership of a quantum chip fabrication facility, which provides vertical integration and control over technology. Upcoming catalysts include a new chip launch (Lyra), a $100 million UK government contract, an $8 million India contract, and Nvidia platform integration. Despite current low revenue and cash, the company's R&D investment and unique fabrication process position it for potential significant growth.
“They own their own fab. They have a quantum chip fabrication facility which most of the competitors don't. That means they own the technology sort of Tesla style, right? You vertically integrate and they got a new chip coming out later this year called Lyra.” — ▶ 12:50